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at how the motorola acquisition may have affected them. the per share numbers were way down, and worse than that, i guess, from the stock investor's point of view is the idea that on a revenue basis and net income basis, it surprised wall street. apart from the fact that the early release was a surprise. >> early release is a surprise, it would be surprising if they had such bad numbers that they wouldn't have preannounced to somehow prepare the street. we are waiting to hear from the company. stock is halted and no doubt on news pending here. we are having trouble actually getting the information on the nasdaq trader site. looks like this is a day for glitches here. no indication yet as to when the stock will be reopening. but as you can see, before it was halted, certainly took a big hit. come out to the wall and take a look at what the collateral damage is looking like for a lot of the other stocks that are internet advertising related. most of them going to be reporting next week. facebook off more than 3.5%. zynga off 1.4%. microsoft reports this afternoon. search not as huge an i
. >> you have the mobile problem and the motorola problem. >> mobile is a bigger problem. >> if you could see what was happening in facebook shares yesterday, same issue because it's clearly impacting everybody. nobody be's figured out a way to make a dollar. >> and other analysts have said i don't understand why google would be different. if you're worried about mobile and how nobody has figured out how to make money off of mobile and get the ad space there. >> has anyone gone on to google today? if they had a sense of humor, it would be -- >> 1987 crash? >> no, they would be mocking themselves. >> there is nothing on there today. straight old google. >> maybe next use on the anniversary of. >> i know we'll keep doing that. i was there. where were you in 1987? you were in like fifth grade. >> i was president of the spanish club. >> i was 11 years old. no, 10. >> fourth or fifth grade. >> i was under my desk with all my clients calling. and when i'd pick up the phone, they would say joe kernen there and i'd go-will-what number were you trying to reach? no, this is not ef hut ton. no, i an
. john ford, they did pay $12.5 billion for motorola mobility. they're trying to make that work as well. we're about 90 seconds away from the reopening here. >> they are. that's going to be one of the things that gets a lot of focus because of the more than $.5 billion loss there. there are a number of issues on the cost side. investors wondering on how much of an impact we'll see like on cost per click. >> on the motorola, it's not really a loss. it's a write down on the cost of that. that could prove to be -- because they're acquiring a platform linked to android. they really are thinking about the next ten years of bringing together search on a mobile platform that they now currently own and control and write the software for one of the most ubiquitous mobile platforms in the world. >> we are waiting for google to reopen. >> that it true. that is true. >> zach, you're going to kill me for this, but you're the trader. you're the guy that has to make these split -second decisions. how is this going to reopen? >> look, i'd take a 10% down on google as a real opportunity to look at this.
any money on just telling the tablet. finally there is motorola, a half billion dollar operating loss in that division was not just the phones, it was the set top boxes causing to lose money too. others maintain their bullish ratings, but as i wrote months ago. this is an issue motorola for how google will manage this integration. google executives were telling me that they don't plan to proactively shut those down, just let the feature phone business wind down overtime. if that's still their plan they could have pain in this area for time to come, guys. >> thank you, john. when i look at other headlines about google that we have not paid so much attention too, i wonder if we look at what happened with motorola and wonder if they're still trying to throw spaghetti at the wall, are they unfocused? does the press release early reflect a little scatter brainness? >> i will let you answer too, john, but my first sense is no. the release was related to r.r.donnelly. it's a black box to some extent, isn't it, john? how much are they spending or losing on the nexus are questions that a numbe
and its up 45% from a year earlier, but net income fell on losses from motorola and a slow down in parts of its advertising business. one cause of the shortfall is that consumers are migrating to mobile devices where google doesn't generate as much ad revenue takes does from the desktop. on google's earnings call, larry page expressed the huge potential in mobile saying the company now has an $8 billion mobile run rate. though the vast majority will be ad ads this throughs apps and devices. page struck an upbeat note saying google is uniquely positioned to take advantage of that shift to mobile. from cnbc in los angeles, i'm julia boorstin. >> you you can see samsung electronics down 2.6%. other tech majors also all down. >>> microsoft's frosts also fell 22% missing forecasts. it deferred revenue from windows 8 which launches next friday. microsoft also felt the impact of the general slump in pc sales and of course europe's economic woes weighed on results. shed buildiding 1.3%. and one analyst says the jury is still out on the latest microsoft software and that will be at 5:45 a.m. east
51.56% of the market. and google bought motorola. and on top of everything else, google as -- and they own youtube. see all those new tv shows popping up on youtube? i think that percentage goes bigger going forward. and that's just in the going forward business. goinged is truly a -- international sides of business growing rapidly. google is a thing of beauty. no debt. i am also a believer in management. i remember when co-founder larry pace took over in december of 2011. the guy's done a great job, extreme lining the company. even though google is the $758 stock. but google gets insanely cheap. 20 times the numbers. here's the bottom line, google and amazon have been anointed. so believe me when i tell you that growth center managers are going to keep buying global management stocks, i -- try to go out three months from now, maybe four, that's the strategy i had voe cat getting back to even and actually having going it. why this way? because funny thing about momentum, if it does reverse itself, if something disappointing happens, these two things become the -- allow y
player, and i know they are very good. bought motorola, gave them a ton of patents and the costs have worked their way through. oh, on top of everything else, google has a social strategy with google plus. they have a consumer-oriented cloud ecosystem. and they own youtube for good measure. see all those new tv shows popping up on youtube? advertising $600 billion global market. less than penn% of that is online. i think that percentage gets much bigger going forward, which means a lot more money for google. and that's just in the core business. don't forget, google is truly a global company. 54% of the sales from outside the u.s., dollar getting weaker versus euro is going to help them. the international side of the business growing rapidly. google's balance sheet $43 billion in cash, no debt. i'm also a believer in management. now i remember when co-founder larry paige took over as ceo in april of 20 leonardo. oh, there were a ton of doubters. but the guy has done a great job, streamlining the company by reorganizing around individual product areas and focusing on relentless innovat
motorola to really make a difference on our bottom line. i think they should not spend much time on really important things that are important to analysts like mobile, like monetization, like cost per click, like currencies. the thing is, those are things of the past. this is a company that likes to focus on things in its pipeline and the way it's differentiating itself from other companies. >> all right. we want to take you to the call right now. the director of investor relations is speaking, jane penner. let's listen in. >> also, as you know, we distribute our earnings release through our investor relations website located at investor.google.com. please refer to our ir website for our earnings. this call is also being web cast from investor.google.com. a replay of the call will be available on our website later today. let me quickly cover the safe harbor. some of the statements we make today may be considered forward looking, including -- >> we're going to go back when they actually get to business. gene muenster, interesting in that room. a lot of people wondering why so far we haven't
on mobile were actually really good. their problems were with motorola mobility pmplt all right. so it doesn't really give you any info there. let's talk about these charts. google and facebook. what with do you like in terms of the technicals. >> i like google, but let's look at facebook. you don't have to be an expert to know this does not look too good. a lot of clients say we might be puts in a base. is that true? i don't think so. i think we're setting up for another leg lower. the reason i say that is the simple issue of supply and demand. when facebook came to market, a lot of shares flushed the market. not that much demand, pushed lower. you moved ahead to november, we're also going to see another lock expire and more shares hit the market. with no demand, we think it's going to go lower. >> so both. you want to be expecting lower lows here. >> yes, exactly. >> is there anything you would say, you know, represents some kind of a buying opportunity that you would say, okay, now might be the time to get in on these names? >> i wouldn't be looking at facebook until it drops under 15. >>
in the quarter. this is the first quarter we'll have motorola. the other problem is we have the decline in clicks. many are paying less for google products. that's a troubling trend. >> the cost per click issue in my mind is completely overblown. without putting that in context of more clicks, people using their services more, it does not matter what the cost per click is. it matters how much money is overall. if peep really paying less per instance, that's not the issue. the issue is they are clearly making more money. this is only a positive for goodle over the long term. >> let me ask you, you clearly have it in the way that there's a different type of tech company now. i wonder if this is true, with facebook, apple and -- steve jobs in his pursuit of ideas, and for the technology with google, certainly, an arguably -- you also have it with facebook. are they different or at they winning at the moment and appear to be different from microsoft? >> there's been a big rise in the tech-oriented company that is pruz one product, step over and over it again. the enterprise market is still a lucrativ
that google owns motorola. i don't know if you saw this as well on ballmer. his income was published and he took a slight pay cut. he went from -- >> he's worth a billion dollars. >> but he was paid $1.4 million last year, or two years ago and went down to $1.3. >> that's a job i would not take. i wouldn't know what to do with microsoft. is that really the answer, tablets and phones? i might put all my resources into quantum physics. you know that the chemistry prize was handed out today. it was not for what you would consider pure chemistry. it was for figuring out the structure of a cell receptor. so it's all coming back to what we're trying to do, these g protein cell receptors and the chemical composition and actual structure of this thing. but everything is coming to -- it's not just pure chemistry anymore. >> should have a daily science segment. >> this is the week of the nobel prize. >> bill nye the science guy. >> i'm looking forward to the nobel peace prize. god know what is those guys will do this year. did you see that incredible girl in pakistan who kept going to school. you wou
. >> zagats. >> i think they'd prefer to go after larger versions of that. >> motorola, what happens to them? >> they're refining and focusing that company. it's going to slim down, they have slimmed down already and going to continue and focus on high-end products and what's interesting to me it's not really about the phones in a lot of ways. it's about tablets and it's about the internet of things, having the internet available on more devices. >> and you don't expect that to impact relationships with all the other manufacturers? >> i think it's a very fine line. >> it hasn't happened yet. >> i think it has happened in a way. the oems around the world are saying what's going on here? everyone was trying to figure it out. we're not going to see the new products from a combined company until the second half of next year. at that point we'll have a better sense of how this will play out with the other partners. >> in the grand battle between apple and google and it appears google is winning at some level not necessarily terms in market cap but market share at least on devices, do you expect t
feel good about, we're about 50% android and 50% iphone. so we got a great portfolio of the motorola devices the samsung devices as well as the apple devices and the tablets that go with those. so, you know, i feel really good about the position we are in our device portfolio. >> right. and as well you should. but again, to this fourth quarter issue, if they can't deliver for the holiday season, that could cause some hiccups, couldn't it? >> no, i don't think so. because we've got these other devices. the galaxy s3 has been a big one. microsoft is going to be launching their windows 8 phone which that new tile technology has been well received. so the thing that we've always prided ourselves on is not being a one-device company. and i think you see that in our growth and our profitability during the third quarter and i expect that to carry over into fourth. >> yeah, no doubt. of course, it's funny, though, we talk about a two-device world. android/iphone. are we done, lowell, thinking that rimm will be a viable competitor? nokia out with earnings this morning. are those the names sim
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